This article is for account holders signed in at portal.usehearsay.com.
Tag messages, emails, and files during review to organize evidence by topic, issue, or relevance. Tags belong to the case and carry through to searches, exports, and reports.
Tag a phone or social media message
Click a message to open the Evidence Panel. Under Tags, click a tag to apply it, or type a new name and press Enter.
The tag appears on the message in the conversation.
Tag an email
Open the thread and click Tag above it to tag the whole thread.
Pick a tag or type a new one in New tag and press Enter. To tag one message inside the thread, click Tag on that message instead.
Tag a file
Open Files under the data source and click Tags to open the tagging panel.
Select a file to preview it; the preview also offers Download, Comments, and Snip.
Tag messages in bulk
Step 1: Choose the tag
Click Bulk Tag in the toolbar and pick a tag from Select a Tag to Apply, or create one.
Step 2: Click the messages
Every message you click gets the tag.
Step 3: Click Done
This ends bulk tagging. A tag count appears next to the conversation in the sidebar.
Tag by keyword search
Step 1: Search the conversation
Type a keyword in Search evidence. The result count shows how many messages match.
Step 2: Tag all results
Click Tag All [N] Results, choose the tags, and click Apply.
Step 3: Confirm
The tags are applied to every matching message at once.